KellyMitchell Group ยท 2 hours ago
Client Service Representative
North Palm Beach, FL
Contract
Onsite
New Grad, Entry Level
$12/hr - $17.13/hrKellyMitchell Group is seeking a Client Service Representative to join their team. The role involves executing client account servicing requests, handling cash transactions, and maintaining compliance with company policies while developing strong client relationships.
Human ResourcesInformation TechnologyStaffing Agency
Responsibilities
Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities
Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management
Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service
Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available
Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships
Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager
Qualification
Required
Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities
Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management
Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service
Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available
Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships
Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager
Strong client service skills problem solving and organizational skills are required to identify research and resolve requests
Ability to think critically and to work well independently and as part of a team
Strong verbal and written communication skills
Preferred
Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred
Benefits
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
Company
KellyMitchell Group
KellyMitchell is a HR firm for IT and technical staffing for organizations globally.
Founded in 1998
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Cassandra Sanford
CEO and Owner
Gina Chisholm
Vice President - Business Operations
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